Enlightenment Research’s Fiserv Inc FISV Stock Holding History

Enlightenment Research’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,200	Closed	-$206K	–	29
2022 Q3	$206K	Sell	2,200 -300	-12%	-$30.6K	0.46%	85
2022 Q2	$222K	Buy	+2,500	New	+$242K	0.48%	79
2021 Q4	–	Sell	-10,400	Closed	-$1.13M	–	160
2021 Q3	$1.13M	Buy	+10,400	New	+$1.16M	1.38%	19
2021 Q2	–	Sell	-9,300	Closed	-$1.11M	–	161
2021 Q1	$1.11M	Buy	+9,300	New	+$1.07M	1.33%	17
2020 Q4	–	Sell	-3,100	Closed	-$319K	–	103
2020 Q3	$319K	Buy	+3,100	New	+$309K	0.94%	37
2019 Q3	–	Sell	-29,100	Closed	-$2.54M	–	163
2019 Q2	$2.54M	Buy	+29,100	New	+$2.55M	1.29%	12
2019 Q1	–	Sell	-201	Closed	-$15K	–	296
2018 Q4	$15K	Buy	+201	New	+$15.5K	0.02%	511

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Enlightenment Research's FISV Position: Q4 2022 in Review

Enlightenment Research sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 2,200 shares — an estimated $206K sold.

Enlightenment Research first reported a position in FISV in Q4 2018 and held it in 7 quarters. The position peaked at $2.54M in Q2 2019. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

Enlightenment Research reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 2,200 Fiserv Inc shares in Q4 2022, an estimated $206K.
Enlightenment Research first reported a position in Fiserv Inc in Q4 2018 and held it in 7 quarters.
Enlightenment Research's Fiserv Inc position peaked at $2.54M in Q2 2019.
1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.